Greater Boston Summit 2024

Sponsorship Opportunities

Greater Boston

Exit Planning Exchange Summit 2024

The XPX Summit is back in person and for a full day on March 14th at Nutter. The pinnacle event of the year will be packed with amazing keynotes, dynamic panels, and interactive fireside chats with plenty of time for networking in between. As this is a full day event, admission includes breakfast, lunch, and refreshments as well as a cocktail party to conclude and connect.

Schedule

Check In & Networking Lunch

11:30am - 12:30pm

Welcome & Introductions

12:30pm - 1:00pm

Session 1

1:00pm

“Why I Hired You, Why I Fired You”

Host/Moderator: Gaby Jenkins, Co-Founder,
Waypoint Growth Advisors

Sharing Their Expertise:

- Tim Andersen, CEO of Vertical Mechanical Group

Session 2

1:45pm - 2:30pm

“Tools & Tech for Better Engagement”

Introduction: Paul Schmid, Partner at ArentFox Schiff LLP

 

“Ted-Talk” Speaker:

- Luis Cortes, Marketing Executive at Red Hat (IBM), AI expert, investor and serial entrepreneur

Networking Break

2:30pm - 3:00pm

Session 3

3:00pm - 3:45pm

“Leveraging EQ - The Softer Side of Engagements”

Host/Moderator: Greg Romero, Founder and Principal of Romero Solutions Group

Sharing Their Expertise:

- Greg Nanigian, President/CEO of Greg Nanigian and Associates (Sandler Sales Institute affiliate)

- Victoria Nessen, Director of Marketing and Growth, CFAR: Coaching and Consulting

Session 4

3:45pm - 4:30pm

“Building and Transitioning Your Practice”

 Host/Moderator – Josh French, Partner at Nutter, McClennen & Fish

Closing Speaker

4:30pm - 5:00pm

“State of the Economy”

Sponsor Introductions:

- Derek Mohamed, MD, Private Wealth Advisor & Leland Mindnich, VP, Private Wealth Advisor of Mohamed Merola Private Wealth (JP Morgan)

 

Sharing Their Expertise:

- Stephen Jury, Senior Strategist at JP Morgan

Networking Reception

5:00pm - 7:00pm

Summit Venue Host

Summit Sponsors